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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,891 | $95,404-66.6% | $113,397-71.9% | $82,637-61.4% |
| Participation rate | 37.0% | 72.8%-35.9pp | 76.5%-39.5pp | 68.1%-31.1pp |
| Annual return | 16.47% | 19.08%-2.6pp | 23.20%-6.7pp | 53.51%-37.0pp |
| Employer contribution / active EE | $880 | $2,307-61.9% | $2,977-70.5% | $2,552-65.5% |
| Participant deferral / active EE | $2,331 | $4,220-44.8% | $5,076-54.1% | $4,126-43.5% |
| Admin fee / account holder | $2,075 | $9,168-77.4% | $11,957-82.6% | $7,339-71.7% |